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NearU · 3 days ago

Financial Planning Analyst

Charlotte Metro

Full-time

Hybrid

Mid, Senior Level

2+ years exp

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee experience. We are seeking a highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team, overseeing financial planning for multiple branch entities and providing insightful analysis to support strategic initiatives.

Customer Service

Hiring Manager

Michelle Galinetti, MSHRM

Responsibilities

Lead the development, implementation, and monitoring of the annual budget and long-term financial plans

Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives

Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement

Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance

Continuously refine and improve forecasting models to enhance accuracy and relevance

Develop and maintain key performance indicators (KPIs) to measure business performance against strategic objectives

Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements

Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making

Build strong relationships with department heads to ensure financial objectives align with overall corporate goals

Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities

Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations

Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives

Respond to inquiries from senior management with insightful and data-driven recommendations